sap planning and consolidation - updated 20140806
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SAP®
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Figure 1
SAP Planning and Consolidation (BPC) is an important solution of the SAP Enterprise Performance Management (EPM) suite and can help your organization capitalize on the value of your existing data assets. BPC gives you access to reliable corporate data as well as streamlines planning and consolidation processes. It lets you align operational plans with corporate goals, initiatives and metrics defined using the SAP Strategy Management application. You execute to plan, understand risk factors, and have the financial resources budgeted to support all initiatives. This comprehensive approach helps you maximize business profitability and effectively manage risk and compliance – while optimizing corporate systems, people, and processes.SAP BPC improves productivity by streamlining and aligning bottom-up and top-down planning processes. It can accelerate the financial close, shorten budget cycles, and improve compliance by automating manual processes and enabling complete visibility from budgets to actuals. It provides a unified solution for planning, budgeting, forecasting, and consolidation that is designed to be owned and maintained by finance managers and can fit into any IT landscape.
What is SAP®
Planning and Consolidation?
Business Benefits
According to Gartner’s Magic Quadrant for Corporate Performance Management Suites, SAP now has a broad portfolio of applications through acquisition, and its overall vision is very strong. The key strategic components of SAP Strategy Management, SAP Planning and Consolidation, SAP Profitability and Cost Management, and SAP Financial Consolidation deliver a good breadth and depth of functionality in all areas of CPM.SAP has an aggressive road map to deliver integration among the various acquired CPM applications in its portfolio and integration with SAP BW and BusinessObjects BI. SAP has already delivered on the initial phases of this road map, with Business Planning and Consolidation (BPC) 10.1 on NetWeaver, bringing functional parity BPC capabilities onto NetWeaver. In keeping with BusinessObjects’ traditionally heterogeneous strategy, the CPM products can be purchased and deployed without the need for the SAP NetWeaver/BI/BW stack.
What does Gartner Say?
• Reduce cycle time for creating and approving budgets by enabling finance and line-of-business managers to collaborate on aligning budgets.
• Improve planning and forecasting accuracy via a unified, agile solution that supports rapid re-forecasting and standard business processes.
• Empower business users to own and modify common business processes without IT assistance via a solution they can maintain themselves.
• Increase business user productivity with native access to familiar tools such as Microsoft Office.• Minimize business and compliance risk by enabling transparent financial reporting with a fully documented audit trail
from a single data repository.
Plan Budget Forecast Mgt Acc’s Legal Acc’s
Strategic PlanKPI ManagementWhat-if Scenario modeling
Top-Down, Bottom-upMulti-currency budgeting processesSales, revenue (COGS) planningHR budgetingDriver based budgetingCapital expenditure planningWorkforce planningExpense budgetingVersion comparisonGlobal rates/driversAllocations and target settingCommentaryOffline capability
Rolling forecastSensitivity analysisMultiple forecastRe-forecastForecast accuracy analysisVersion comparison
Management Report packsAd hoc reportingAutomated variance analysisComparative reporting (Act vs Bud)Driver analysis (industry, growth, capacity, etc.)Book publishing wizard (HTML, PDF etc.)Simulation (Act vs Act@Bud)Derived cash flow
Production reports (P&L, B/Sh & cash flow)Multi GAAP, IFRS, SOXPeer-to-Peer Intercompany reconciliation JournalsManagement and statutory hierarchiesSub-consolidationsAudit trail (Line of sight)Multi-currencyOwnership and consolidation scopeEnables XBRLData FlowData locking
Business Process Flows (BPFs), security, common data model
Account
Travel & entertainment Salt
Alaea Salt
Black Lave Salt
Butter Salt
Calcium Chloride
Celery Salt
Chumak
Curing Salt
Cyclic Salt
Flake Salt
Fleur De Sel
Gabelle
Garlic
Gomashio
Halite
Himalayan Salt
Lodised Salt
6.999
512
1.006
88
621
398
417
97
8
142
487
89
79
224
385
114
150
6.794
257
118
449
42
162
521
315
299
284
470
50
309
279
497
915
166
7.000
134
181
510
40
487
567
59
246
129
427
16
197
279
714
155
676
ProductTime
Q3 2012 Aug 2012Jul2012 Sep 2012
Save Data
T&E input(Disaggregation)
T&E input(Disaggregation)Home
Current Forecast 2012 East Us Travel & Entertainment Local Currency Periodic
Refresh Suppress Comments(0) Drill Through(0) Work Status Edit More!
30.000
904
1.307
1.047
731
1.048
1.506
472
554
556
1.385
156
585
783
1.597
1.184
998
Account
Travel&entertainment Salt
Alaea Salt
Black Lave Salt
Butter Salt
Calcium Chloride
Celery Salt
Chumak
Curing Salt
Cyclic Salt
Flake Salt
Fleur De Sel
Gabelle
Garlic
Gomashio
Halite
Himalayan Salt
Lodised Salt
30.000
1.304
1.885
1.511
1.059
1.512
2.173
681
799
802
1.998
225
845
1.130
2.305
1.709
1.435
10.098
739
1.452
127
896
575
602
140
12
205
702
129
114
323
556
164
216
9.802
371
170
648
60
233
751
455
431
410
678
72
445
403
717
1.320
242
10.099
193
262
735
102
703
819
85
355
186
617
23
284
402
1.031
224
976
ProductTime
Q3 2012 Aug 2012Jul2012 Sep 2012
Allocations
SAP Business Planning and Consolidation delivers powerful
allocation capabilities, providing a variety of methods and a very
flexible way of defining allocations.
• Allocate amounts based on user defined allocation rules:
- Select different methods
- Define mappings
• Execute allocations in an on-demand manner or with every data entry
point (real time allocations)
Forecasting
Create forecasts with flexibility
• Update baseline plans with latest actual numbers and inclusion of
future state numbers
• Compare multiple sets of data (e.g. actuals, plan, forecast versions,
budget, strategic plan)
• Create rolling forecasts that set constant time horizons into the future
• Leverage rolling forecasts to automatically split current year between
actual and forecast and automatically update all reports as time
progresses
Unified Solution for Budgeting, Forecasting, Planning and Financial Consolidation
Driver Based Planning
Store multiple sets of assumptions and establish “Driver Formulas”
• Load drivers such as Currency Rates, Costs, Volumes and Prices
• Integrate drivers directly from source system (e.g. ECC, BW) through
integrated data and master data models
• Maintain Driver Formulas through user defined Business Rules
• Calculate Formulas on-demand or real-time
What If Analysis, Seeding & Modelling
Ability to move data between Scenarios for “unofficial” analysis
• Move data from Source to Destination as needed
• Take your data from Actuals / Forecasts / Budgets and seed into your
current scenario to avoid Zero Based Budgeting
• Creating new versions is very easy in BPC. Users/administrators, with
appropriate security, can utilize a Data Manager Package to walk through
the process. New versions can be seeded based on existing versions.
Mobile Performance Management
Leverage mobile solutions including SAP BusinessObjects Mobile and
Sybase Unwired Platform
SAP EPM Unwired mobile client as entry point into SAP solutions for
EPM 10.0:
• Next-generation user experience on the iPad
• Complementary SAP solutions for EPM 10.0
• Hybrid support for on-premise and on-demand scenarios that are
seamless to the end-user
Why MDS ap ?
MDS ap is a professional service provider of Enterprise Performance Management and Group Finance. Our area of work spans from Strategic Finance, Planning Budgeting and Forecasting, Management Reporting, Analytics, Business Intelligence to Financial Consolidation and Legal Entity Management. Furthermore, we provide automated creation of filings, including annual/quarterly reports and board books with fully incorporated XBRL tagging.
The combination of EPM knowledge and the passion for quality enables our certified consultants to translate the customer’s requirement into optimized business processes using the latest information technology.
For more information about MDS ap please contact our local offices or email us at: [email protected]
Part of the Midis GroupAffiliate of Sybase Products
Copyright © 2014 MDS ap, All rights reserved. mdsap_201407_epm_bpc_6p
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